SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,150 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.84 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,431,577 | -2.6% | 119,255 | -0.0% | 0.57% | +1.2% |
| Q2 2023 | $8,655,860 | -1.4% | 119,292 | -0.7% | 0.56% | -6.5% |
| Q1 2023 | $8,781,899 | +0.6% | 120,135 | +3.8% | 0.60% | -8.6% |
| Q4 2022 | $8,732,347 | +19.0% | 115,697 | +4.6% | 0.66% | +8.6% |
| Q3 2022 | $7,338,000 | +5.7% | 110,563 | +13.9% | 0.61% | -13.4% |
| Q2 2022 | $6,943,000 | +2.1% | 97,032 | +12.5% | 0.70% | +19.6% |
| Q1 2022 | $6,803,000 | +3.5% | 86,240 | +6.0% | 0.59% | +7.9% |
| Q4 2021 | $6,576,000 | -41.5% | 81,365 | -46.3% | 0.54% | -41.5% |
| Q3 2021 | $11,248,000 | +2324.1% | 151,519 | +2368.1% | 0.93% | +1874.5% |
| Q2 2021 | $464,000 | -1.3% | 6,139 | -4.9% | 0.05% | -6.0% |
| Q1 2021 | $470,000 | -18.4% | 6,452 | -28.2% | 0.05% | -29.6% |
| Q4 2020 | $576,000 | -21.0% | 8,984 | -31.9% | 0.07% | -31.7% |
| Q3 2020 | $729,000 | +20.5% | 13,198 | +12.9% | 0.10% | +9.5% |
| Q2 2020 | $605,000 | +14.4% | 11,690 | -0.7% | 0.10% | -8.7% |
| Q1 2020 | $529,000 | -19.0% | 11,772 | +4.3% | 0.10% | -1.0% |
| Q4 2019 | $653,000 | +22.1% | 11,285 | +15.4% | 0.10% | +11.7% |
| Q3 2019 | $535,000 | +54.2% | 9,780 | +49.5% | 0.09% | +51.6% |
| Q2 2019 | $347,000 | +519.6% | 6,541 | +510.2% | 0.06% | +416.7% |
| Q1 2019 | $56,000 | +1766.7% | 1,072 | +2044.0% | 0.01% | +1100.0% |
| Q4 2017 | $3,000 | +50.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $2,000 | 0.0% | 50 | -10.7% | 0.00% | 0.0% |
| Q1 2017 | $2,000 | -77.8% | 56 | -74.0% | 0.00% | -66.7% |
| Q4 2016 | $9,000 | +125.0% | 215 | +168.8% | 0.00% | +200.0% |
| Q2 2016 | $4,000 | +100.0% | 80 | +100.0% | 0.00% | 0.0% |
| Q1 2016 | $2,000 | – | 40 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| JBJ Investment Partners, LLC | 1,444,233 | $75,504,000 | 28.76% |
| Strategic Wealth Management Group, LLC | 491,102 | $25,675,000 | 21.03% |
| HHM Wealth Advisors, LLC | 522,788 | $27,331,000 | 17.48% |
| Hillview Capital Advisors, LLC | 53,500 | $2,797,000 | 14.84% |
| Asset Advisors Investment Management, LLC | 1,396,229 | $72,995,000 | 12.98% |
| Avantax Planning Partners, Inc. | 3,397,352 | $177,614,000 | 12.33% |
| AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 749,858 | $39,203,000 | 12.24% |
| Summit Asset Management, LLC | 442,899 | $23,155,000 | 11.40% |
| Legacy Financial Strategies, LLC | 241,958 | $12,650,000 | 10.81% |
| Pinkerton Retirement Specialists, LLC | 560,836 | $29,321,000 | 10.73% |